Resmed Inc. · NYSE:RMD
Resmed — Investor Day (September 2021)
98 slides from Resmed's investor day presentation, Sep 8, 2021
Slide 1: ResMed Investor Day
ResMed Investor Day September 8, 2021
Slide 2: Forward Looking Statements
Forward Looking Statements Historical financial and operating data in this presentation reflect the consolidated results of ResMed Inc., its subsidiaries, and its legal entities, for the periods indicated. This presentation includes financial information prepared in accordance with accounting princi
Slide 3: Today's Agenda
Today’s Agenda 1:30 PM Welcome and Opening Remarks 3:10 PM Break Amy Wakeham VP, IR and Corporate Communications 3:25 PM Leadership in Digital Health Technology Bobby Ghoshal Transforming Care as the World-Leading President, SaaS; Chief Technology Officer Digital Health Company Mick Farrell Chief Ex
Slide 4: Transforming Care as the World-Leading Digital Health Company
Transforming Care as the World-Leading Digital Health Company Mick Farrell | Chief Executive Officer
Slide 5: Key messages
Key messages Positioned to continue winning in large, underserved respiratory medical markets with a 1 patient-centric approach, unique ResMedian culture, and 30+ years of cutting-edge innovation Leading the market in digital health – continue to disrupt and reinvent the medical device 2 industry wi
Slide 6: ResMed snapshot: the global leader in connected and digital health
ResMed snapshot | The global leader in connected and digital health Key Statistics Headquarters San Diego, CA 12% 12% Founded 1989 Revenue Revenue by business 50% by region FY21 revenue $3.2B 53% FY 2021 35% FY 2021 38% Market cap1 ~$42B Countries served 140+ Total employees ~8,000 ▪ Devices ▪ U.S.,
Slide 7: Continuing our journey as the market pioneer and leading innovator
Continuing our journey as the market pioneer and leading innovator Where We Were Where We Are Where We’re Going 1989 - 2005 Release of next generation AirSense11 Improve 250 million lives in World’s leader in air pressure masks: and next gen AirView and myAir 2.0 out-of-hospital (OOH) care in 2025 i
Slide 8: Premier global provider of sleep and respiratory care therapy solutions
Premier global provider of sleep and respiratory care therapy solutions ~35% of revenue from Europe, Asia, and ~65% of Other revenue from U.S., Canada, and Latin America ResMed offices ResMed HQ Serving 140+ countries worldwide; growing our global market footprint and leadership © 2021 ResMed | 2021
Slide 9: Delivering results through ResMedian culture
Delivering results through ResMedian culture We are… Key focus areas • Drive our global culture and people strategy Leaders ꟷ Appointed Vered Keisar as Chief People Officer in March 2021 • Invest in our people ꟷ Multiple learning programs to enhance organizational capability and provide our people t
Slide 10: ESG has always been in our DNA
ESG has always been in our DNA Environmental Social Governance • ResMed Foundation • Audit, Compensation, Compliance Environmental improvements from 2018-2020 Oversight, and Nominating and ꟷ Approved $250K in community grants to local San Diego philanthropies Governance Committees 14% 28% ꟷ Contribu
Slide 11: Experienced and diversified Board of Directors
Experienced and diversified Board of Directors Diversified areas of expertise International 100% Carol Burt, Jan De Witte, Karen Drexler, Michael Farrell, Strategy 88% BBA MSE, MBA BSE, MBA BE, SM, MBA Principal of Burt-Hillard Former CEO Former CEO of CEO of Investments; Former SVP of of Barco Sand
Slide 12: Experienced leadership team focused on execution
Experienced leadership team focused on execution Michael “Mick” Rob Douglas Jim Hollingshead Bobby Ghoshal Justin Leong Katrin Pucknat Farrell President and President, Sleep and President, SaaS; President, Asia and President, ResMed Chief Executive Chief Operating Respiratory Care Chief Technology L
Slide 13: Well-positioned to improve quality of life and transform healthcare
Well-positioned to improve quality of life and transform healthcare ResMed digital health assets can Healthcare spending as a Leveraging our leadership lower long-term cost of care and percentage of GDP is expanding chronic disease progression position and capabilities to improve the lives of ~1.6B
Slide 14: Global Corporate Strategy
Global Corporate Strategy Hemanth Reddy, Chief Strategy Officer
Slide 15: ResMed 2025: Patient-centric, digitally-enabled strategy
ResMed 2025 | Patient-centric, digitally-enabled strategy 250 million lives improved in out-of-hospital healthcare in 2025! Purpose Empower people to live happier, healthier, and higher quality lives in the comfort of their home Growth Focus Global health epidemics in sleep apnea, COPD, other major
Slide 16: Positioned to win
Positioned to win Growing the Driving digital Transforming market innovation out-of-hospital care at scale through commercial in sleep and respiratory excellence and expanding care to radically improve to drive better outcomes, market access patient experience and lower costs, and improve outcomes q
Slide 17: Growing the market through commercial excellence and expanding market access
Growing the market through commercial excellence and expanding market access 1 Continuing to drive growth in our core channels Driving commercial innovation in new channels and 1 through partnerships Generating clinical and economic evidence in sleep 1 apnea and COPD and asthma Strong history of mar
Slide 18: Growing the market through new channels and partnerships
Growing the market through new channels and partnerships New channel Joint venture X X = • Work closely with CVS to create streamlined sleep apnea • Develop software solutions to identify, engage, and enroll patient journey in HealthHUB locations where patients can individuals suffering from sleep a
Slide 19: Unlocking markets and expanding access with evidence and advocacy
Unlocking markets and expanding access with evidence and advocacy Diverse evidence Established Better access generating capabilities scientific leader and advocacy Unlocking reimbursement • U.S. Competitive Bidding Program delay and Solid foundation # of publications from removal of NIV from the pro
Slide 20: Driving digital innovation across Sleep and Respiratory Care
Driving digital innovation across Sleep and Respiratory Care Well-positioned to drive digital innovation with… Market-leading connected therapies and unique suite of software solutions Leveraging our device and software capabilities to increase Where we patient engagement and success with therapy ar
Slide 21: Transforming care by enabling an integrated healthcare model
Transforming care by enabling an integrated healthcare model Sleep apnea patient journey Benefits Customer(s) Patients Payers Healthcare providers Patients Payers Reach and engage untreated patients Integrated patient Identification Diagnosis Treatment Short-term Resupply Long-term Disease Enable se
Slide 22: Transforming out-of-hospital care at scale
Transforming out-of-hospital care at scale Unparalleled scale and market presence Transforming out-of-hospital care Leading portfolio of software solutions Combining our software solutions (Brightree and to manage patients in OOH settings MatrixCare) with our connected therapies and digital platform
Slide 23: Sustainable growth driven by our flywheel
Sustainable growth driven by our flywheel Focus on Utilize AI/ML to interoperability, create world-leading privacy, and data analytics cybersecurity platform Leverage strengths Develop, tailor, to increase and commercialize access Patient world-leading therapies quality of life Strengthen preference
Slide 24: M&A is an accelerator of our strategy
M&A is an accelerator of our strategy Strategic intent Portfolio Geographic Added capabilities Market Strengthen enhancement expansion and technology development competitive position © 2021 ResMed | 2021 Investor Day – Sept 8, 2021 24
Slide 25: Global Corporate Strategy: Key takeaways
Global Corporate Strategy | Key takeaways Positioned to continue winning in large, underserved respiratory medical markets with a 1 patient-centric approach, unique ResMedian culture, and 30+ years of cutting-edge innovation Leading the market in digital health – continue to disrupt and reinvent the
Slide 26: Pioneering the Future of Sleep
Pioneering the Future of Sleep Jim Hollingshead, President of Sleep and Respiratory Care
Slide 27: Sleep and Respiratory Care: Key messages
Sleep and Respiratory Care (SRC) | Key messages Leading market position to capture massive total addressable market for 1 treatment of disordered sleep, COPD, asthma, and related diseases Unique capability to improve the patient’s experience of therapy and outcomes 2 through the integration of devic
Slide 28: Sleep and Respiratory Care snapshot
Sleep and Respiratory Care snapshot $2.8B 140+ 16.5M+ 9B+ FY 2021 revenue Countries Patients in AirView Nights of data FY 2021 SRC revenue by region FY 2021 SRC revenue by product 40% Europe, 43% U.S., Canada, Masks & Asia, and Other and Latin Devices Other America 57% 60% © 2021 ResMed | 2021 Inves
Slide 29: Proactive care to capture significant underpenetrated markets
Proactive care to capture significant underpenetrated markets Chronic disease is the largest driver of healthcare spending in developed economies Sleep apnea COPD Asthma • Leading indicator, and a contributing • Largely undiagnosed COPD sufferers in • Significant opportunity to improve factor, to ma
Slide 30: Sleep and Respiratory Care: Sustainable competitive advantages
Sleep and Respiratory Care | Sustainable competitive advantages Industry pioneer with leading Established reputation in IP portfolio and “trade secret” core channels; growing with knowledge base new channels and partners Largest installed base and Largest sleep database with most-used platform by pa
Slide 31: Positioned to win
Positioned to win Growing the Driving digital Leveraging market innovation our scale as the premier developer to create a better patient to drive better outcomes, and innovator of sleep and experience, lower overall lower costs, and improve respiratory care solutions healthcare costs, and quality of
Slide 32: Leadership in OSA treatment with physical devices
Leadership in OSA treatment with physical devices Devices Key differentiators Quietest, most intuitive devices on the market Latest launch AirSense 11: newest, most connected device • Expanding digital tools for patient experience, including patient engagement built into device Masks1 Minimalist Fre
Slide 33: Leadership in OSA treatment with data applications
Leadership in OSA treatment with data applications Key differentiators User-friendly, intuitive platform provides milestone Large installed base with over 16.5M patient enrolled in accomplishments and motivation to patients, increasing our cloud-based software solution therapy adherence, and improvi
Slide 34: At the forefront of Respiratory Care
At the forefront of Respiratory Care Patient Digital High-Flow Highlights Management Therapeutics Therapy Widest range of therapies for higher acuity respiratory patients, including COPD and asthma Broadest set of digitally connected respiratory therapy devices Bilevel Non-invasive Ventilation Life
Slide 35: Shift to digitally-enabled treatment has fueled growth
Shift to digitally-enabled treatment has fueled growth Device market share compared to AirView and myAir growth 14,000,000 16.5M+ 12,000,000 ✓ Launches of new, digitally-enabled products have driven market growth, and increased patient adherence and market AirView and myAir growth 10,000,000 ResMed
Slide 36: Case Study: AirSense 11 demo
Case Study | AirSense 11 demo © 2021 ResMed | 2021 Investor Day – Sept 8, 2021 36
Slide 37: Data-driven future of therapy
Data-driven future of therapy • AirSense 11 is a two-way communication data platform ꟷ Both cell and Bluetooth connectivity ꟷ Seamless pairing with myAir app and directly to the cloud ▪ Very rich consumer-like experience on myAir app ▪ Patient questions and prompts on the device ꟷ Built for Over-the
Slide 38: Propeller's strong value proposition in Respiratory Care
Propeller’s strong value proposition in Respiratory Care Value proposition Reduced acute care utilization with Propeller1 Enables increased data capture and analysis 13 Pre-enrollment Improves insight into patient adherence for physicians Post-enrollment 12 ꟷ Current adherence rates as low as 20% in
Slide 39: Leveraging our scale with data and digital solutions
Leveraging our scale with data and digital solutions Now Next For Patients For Patients With more than • Coaching and usage help in context • Personalized coaching in myAir 9 billion nights of through myAir app based on ML therapy For Providers For Providers usage data we have a unique • Patient man
Slide 40: Sleep and Respiratory Care further accelerates the ResMed flywheel
Sleep and Respiratory Care further accelerates the ResMed flywheel Focus on Utilize AI/ML to interoperability, create world-leading privacy, and data analytics cybersecurity platform Leverage strengths Develop, tailor, to increase and commercialize access Patient world-leading therapies quality of l
Slide 41: Sleep and Respiratory Care further accelerates the ResMed flywheel
Sleep and Respiratory Care further accelerates the ResMed flywheel More patients Lower costs High market share Improved outcomes More HME revenue © 2021 ResMed | 2021 Investor Day – Sept 8, 2021 41
Slide 42: Sleep and Respiratory Care: Key takeaways
Sleep and Respiratory Care | Key takeaways Leading market position to capture massive total addressable market for 1 treatment of disordered sleep, COPD, asthma, and related diseases Unique capability to improve the patient’s experience of therapy and outcomes 2 through the integration of device the
Slide 43: Software as a Service (SaaS)
Software as a Service (SaaS) Bobby Ghoshal | President, SaaS and Chief Technology Officer
Slide 44: SaaS: Key messages
SaaS | Key messages Leading provider of SaaS solutions providing mission critical software across a broad set of 1 attractive markets in out-of-hospital (OOH) care Differentiated value creation within the SaaS portfolio through our breadth and commitment to 2 innovation, as well as opportunities wit
Slide 45: We focus on software and services for out-of-hospital care providers
We focus on software and services for out-of-hospital care providers Our breadth uniquely Out-of-hospital care positions us to be the ecosystem innovation engine for providers Software solutions and data Home Medical Hospice/ Pharmacy/ Home Private Skilled Senior Life Plan Equipment Palliative Infus
Slide 46: We have a leading position across these markets
We have a leading position across these markets Continuously PATIENT & API CALLS & OTHER RESIDENT RECORDS TRANSACTIONS USERS expanding market potential 105M+ 10M+ 700K+ IN OUR OUT-OF-HOSPITAL PER DAY CARE NETWORK $2.0B FY 2021 estimated market size HME: #1 position and expanding into Pharmacy / Home
Slide 47: Relentless focus on software functionality
Relentless focus on software functionality Mission critical software for care provider operations including business management and electronic health records Best-in-class clinical functionality as we provide automated clinical workflows and enable clinicians to have an end-to-end view of patient ca
Slide 48: Markets are supported by structural tailwinds but face unmet needs
Markets are supported by structural tailwinds... ...but patients and providers face significant unmet needs Tailwinds Unmet needs Regulatory Aging Pressure Lack of visibility Rising changes to population to reduce Shortage of across care healthcare payment and chronic overall acute caregivers settin
Slide 49: Uniquely positioned to address provider needs
Uniquely positioned to address provider needs Demand for greater coordination across provider markets Home Medical Pharmacy / Infusion Home Hospice/ Private Skilled Senior Life Plan Equipment Health Palliative Duty Nursing Living Communities Providers Care • Providers are diversifying and lines are
Slide 50: Uniquely positioned to serve ResMed patients with resupply
Uniquely positioned to serve ResMed patients with resupply • Robust suite of solutions to simplify and optimize a complex process • Integrates with ResMed Air Solutions to streamline further through automation • Enables HMEs to optimize resupply programs for eligible patients • Leveraging technology
Slide 51: Drivers of long-term value creation
Drivers of long-term value creation 1 Our talented teams and culture 1 Innovation & commercial excellence Accelerate growth with our proven M&A capabilities Investing in our business to drive long-term, profitable growth, accelerated by M&A © 2021 ResMed | 2021 Investor Day – Sept 8, 2021 51
Slide 52: Proven M&A capabilities
Proven M&A capabilities Added Capabilities M&A has been a priority and 2017 Enhanced HMEs’ custom forms and workflow solutions will continue to be a priority 2017 Provided live call center services for HMEs 2018 Dispatch and fleet-management solution with a mobile proof-of-delivery application 2018
Slide 53: SaaS: Key takeaways
SaaS | Key takeaways Leading provider of SaaS solutions providing mission critical software across a broad set of 1 attractive markets in out-of-hospital care Differentiated value creation within the SaaS portfolio through our breadth and commitment to 2 innovation, as well as opportunities with the
Slide 54: Q&A
Q&A
Slide 55: BREAK
BREAK
Slide 56: Leadership in Digital Health Technology
Leadership in Digital Health Technology Bobby Ghoshal | President, SaaS and Chief Technology Officer
Slide 57: Digital Health Technology: Key messages
Digital Health Technology | Key messages Transforming ResMed to a data-first organization and actively building next gen AI/ML 1 driven products leveraging ResMed data assets on our world-class data platform Accelerating pace of innovation by adopting native cloud technologies and patient-centric 2
Slide 58: Attracting top talent to our Digital Health team
ResMed’s purpose is attracting top talent to our Digital Health team World-class team of engineers, data scientist, and analysts working on our best-in-class data platform +4x Data Scientists, Data scientists and engineers from leading technology and MIT Partner attracting top Engineers data-driven
Slide 59: Unparalleled scale today with future exponential growth
Unparalleled scale today with future exponential growth Over the past 3 years, we have grown… Deep breadth of technology across the globe 5x Nights of sleep 2x AirView patients 70+ Variety of devices 7x API calls per second 2.5x MyAir patients 140+ Countries with patients using ResMed devices 2.5x M
Slide 60: A data-centric enterprise
MARKETING AFTER SALES SUPPORT A data-centric enterprise We are building muscles around data, insights, and analysis across the entire enterprise SUPPLIER PLANNING MANUFACTURING DISTRIBUTION MARKETING SALES SUPPORT UTILIZATION Empowering teams with the data they need to further unlock efficiencies ©
Slide 61: Data product example: patient adherence
Data product example: patient adherence (90-day compliance) Data aggregation into Ideate, evaluate – data Build – intelligence layer ML Implement – application layer software ResMed data lake – data scientists, analysts, engineers, data scientists engineers, product management engineers product mana
Slide 62: Architecture transformation
Architecture transformation Transformation to Patient-centric solutions cloud native Patient data security and privacy Dramatic reduction of Incorporating industry time to market for our favored FHIR1 standards apps from several for interop and integration weeks to a few days 1FHIR: Fast Healthcare
Slide 63: World's leading digital health platform
World’s leading digital health platform ecosystem Patient outcomes Artificial intelligence Connected devices and digital health Out-of-hospital platform CLINICIAN Business outcomes Machine learning IDN APPS/DIGITAL PATIENT/ Operations THERAPEUTICS CONSUMER HME/PAYORS DEVICES Focused on interoperabil
Slide 64: Digital Health Technology: Key takeaways
Digital Health Technology | Key takeaways Transforming ResMed to a data-first organization and actively building next gen AI/ML 1 driven products leveraging ResMed data assets on our world-class data platform Accelerating pace of innovation by adopting native cloud technologies and patient-centric 2
Slide 65: Driving Operational Excellence
Driving Operational Excellence Rob Douglas, President and Chief Operating Officer
Slide 66: Operational Excellence: Key messages
Operational Excellence | Key messages 1 Delivering a world-class patient experience inspires everything we do Driving operational excellence across our businesses with a focus on innovative 2 and digitally-enabled solutions Leveraging our scale, technology, and data to enable integrated care models,
Slide 67: Competitive advantages to accelerate operational excellence
Competitive advantages to accelerate operational excellence Unique, medically-focused Industry leader with culture with emphasis on strong reputation for quality of treatment innovation and quality Recognized, trusted data Expertise in collecting and partner for systems and clients analyzing complex
Slide 68: Focused on sustainability in our operations
Focused on sustainability in our operations Continuously developing solutions to reduce waste and drive sustainability across our operations Near to medium-term target of 100% recyclable materials • Through life cycle assessment (LCA) model, product development teams consider environmental impact in
Slide 69: © 2021 ResMed | 2021 Investor Day – Sept 8, 2021
© 2021 ResMed | 2021 Investor Day – Sept 8, 2021 69
Slide 70: Leveraging our scale to enhance supply chain management
Leveraging our scale to enhance supply chain management Highlights Focused on supply chain risk management process Dublin, Halifax, Ireland Nova Lyon and Scotia Paris, France 43,000 ft2 Asia-based (ex-China) Chatsworth and Munich, Germany Moreno Valley, 43,000 ft2 California China Atlanta, Georgia 6
Slide 71: Growing our global footprint with new factory in Singapore
Growing our global footprint with new factory in Singapore Highlights Signed 10-year lease with 2 10-year extensions ~258,000 ft2 total floor area | Four floors with rooftop truck parking Large capacity capabilities Ability to optimize Singapore processes Successfully designed, implemented, and tran
Slide 72: Increasing efficiency through automation in mask manufacturing
Increasing efficiency through automation in mask manufacturing Driving safety and efficiency in our world-leading mask operations © 2021 ResMed | 2021 Investor Day – Sept 8, 2021 72
Slide 73: Case Study: Ability to rapidly increase production capacity
Case Study | Ability to rapidly increase production capacity Background / Need ResMed solution Outcomes • Needed to significantly increase Astral and • Rapidly increased our labor capacity by: ✓ Increased capacity by over 350% across Stellar production in response to critical ꟷ Implementing afternoo
Slide 74: Global presence with ability to serve multiple market models
Global presence with ability to serve multiple market models Long-standing history serving customers Brightree enabled further penetration of markets Focused on healthcare in Germany Home care HME / DME1 Best-in-class therapy increases adherence provider Business calling for referrals and drives pre
Slide 75: Continuing to build on strong channel relationships
Continuing to build on strong channel relationships Underpenetrated Lack of patient awareness Higher patient responsibility for Market situation Australian market for sleep apnea device costs vs. other markets Focused on new sales Enhanced market presence channels: distribution, Created spa-like, co
Slide 76: Continuous improvement mindset
Continuous improvement mindset Standardized and codified strategic framework: OKR (Objectives and Key Results) process Each team has its own set of meaningful objectives and 1 stretch goals that align with company-wide priorities; >160 teams using this framework across ResMed Engage ResMedians to •
Slide 77: Operational Excellence: Key takeaways
Operational Excellence | Key takeaways 1 Delivering a world-class patient experience inspires everything we do Driving operational excellence across our businesses with a focus on innovative 2 and digitally-enabled solutions Leveraging our scale, technology, and data to enable integrated care models
Slide 78: Financial Strategy
Financial Strategy Brett Sandercock | Chief Financial Officer
Slide 79: Financial Strategy: Key messages
Financial Strategy | Key messages Building on our strong track record of revenue growth with compelling future opportunities 1 driven by accelerating adoption of digital health technologies for sleep apnea and COPD Growing our portfolio of value-adding businesses and expanding recurring revenue 2 in
Slide 80: Strong track record of execution and shareholder returns
Strong track record of execution and shareholder returns Revenue ($B) Non-GAAP Operating Income ($M) Non-GAAP EPS +12% CAGR & Margin +17% CAGR +18% CAGR 1,200 60% $3.2 $5.33 $3.0 $994 1,000 50% $4.76 $2.6 $891 $2.3 $3.64 800 40% $2.1 $716 $3.53 $607 600 30% $2.82 $508 30% 31% 26% 27% 400 25% 20% 200
Slide 81: Robust free cash flow generation
Robust free cash flow generation Free cash flow generation ($M) Highlghts Highlights +16% CAGR $707 Consistently strong free cash flow generation $634 5-year average: $505 Timing of working capital movements impacted $442 FY 2019 and FY 2020 cash flows $390 $352 Positive cash conversion ratio Low ca
Slide 82: Strong balance sheet with ample liquidity
Strong balance sheet with ample liquidity Summary balance sheet ($M, as of 6/30/2021) Liquidity ($M, as of 6/30/2021) Cash and cash equivalents $ 295 Available credit $ 1,600 Total current assets $ 1,575 Cash $ 295 Total assets $ 4,728 Total available liquidity $ 1,895 Total current liabilities $ 91
Slide 83: Growth: compounding impact from patient adherence
Compounding impact from patient adherence Mask growth paradigm Digital innovation has powered mask growth Automated ReSupply Growth New products Long-term patient adherence results in increased recurring revenue Increased long- term adherence Installed base Mask growth has improved over time: FY12–1
Slide 84: Strategic capital allocation framework
Strategic capital allocation framework Higher Capital deployed over last 3 years priority • Reinvest in product development for (through June 30, 2021) Reinvest for high-return organic growth growth • 7% of FY 2021 revenue invested in R&D 1% 30% • Actively evaluate potential acquisitions 33% Pursue
Slide 85: Disciplined and strategic M&A approach
Disciplined and strategic M&A approach Strategic intent Portfolio Geographic Added capabilities Market Strengthen enhancement expansion and technology development competitive position EPS accretion ROIC > WACC Enhances Attractive (typically, within (within designated revenue profile operating margin
Slide 86: Strong track record of M&A
Strong track record of M&A Our transformative acquisitions have enabled tuck-in opportunities, creating added capabilities + + Added Capabilities 2017 2018 Enhanced HMEs’ custom Software solutions to forms and workflow solutions optimize clinical, financial, and administrative processes 2017 2020 Pr
Slide 87: Long-term financial goals
Long-term financial goals Meet or exceed Reinforce Drive operating Increase annual market geographic margin of 30%+ recurring revenue growth ranges diversity Market growth expectations: Driven by continued positive Driven by improved patient Building a best-in-class global operating leverage and dis
Slide 88: Financial Strategy: Key takeaways
Financial Strategy | Key takeaways Building on our strong track record of revenue growth with compelling future opportunities 1 driven by accelerating adoption of digital health technologies for sleep apnea and COPD Growing our portfolio of value-adding businesses and expanding recurring revenue 2 i
Slide 89: Closing Remarks
Closing Remarks Mick Farrell | Chief Executive Officer
Slide 90: Investment summary
Investment summary + 30 years of cutting-edge innovation Uniquely positioned to win in massive, largely underserved markets Focus on Utilize AI/ML to with a patient-centric approach, and a strong ResMedian culture interoperability, create world-leading privacy, and data analytics cybersecurity platf
Slide 91: Q&A
Q&A
Slide 92: Appendix
Appendix
Slide 93: Speaker Biographies: Mick Farrell
Speaker Biographies Mick Farrell Chief Executive Officer Michael “Mick” Farrell was appointed ResMed’s CEO and has served as a director since March 2013. He joined the company in 2000, serving as president of the Americas region from 2011 to 2013, senior vice president of the global sleep apnea busi
Slide 94: Speaker Biographies: Hemanth Reddy
Speaker Biographies Hemanth Reddy Chief Strategy Officer Hemanth Reddy was appointed ResMed’s chief strategy officer in September 2013, responsible for the company’s global corporate strategy and corporate development functions. Prior to joining ResMed, Hemanth was a strategy consultant for 14 years
Slide 95: Speaker Biographies: Jim Hollingshead
Speaker Biographies Jim Hollingshead President, Sleep and Respiratory Care Business Jim Hollingshead was appointed president of ResMed’s Sleep and Respiratory Care business in June 2020, an extension of his role as president of Sleep, which he’s held since July 2017. He previously served as presiden
Slide 96: Speaker Biographies: Bobby Ghoshal
Speaker Biographies Bobby Ghoshal President, SaaS and Chief Technology Officer Bobby Ghoshal was appointed as chief technology officer (CTO) for ResMed in April 2018. He previously served as chief operating officer for Brightree, a ResMed-owned provider of cloud-based software-as-a-service for out-o
Slide 97: Speaker Biographies: Rob Douglas
Speaker Biographies Rob Douglas President and Chief Operating Officer Robert Douglas was appointed ResMed’s president in March 2013 and chief operating officer in September 2011; together with ResMed chief executive officer, Mick Farrell, he holds full operational responsibility for ResMed and its s
Slide 98: Speaker Biographies: Brett Sandercock
Speaker Biographies Brett Sandercock Chief Financial Officer Brett Sandercock was appointed chief financial officer in January 2006. Previously, he served as ResMed’s vice president of treasury and finance from November 2004 until December 2005, and group accountant and controller from 1998 to 2004.